Shark Week

| July 24, 2018
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After some time on the beach and with the arrival of Shark Week on the Discovery Channel, I thought this story of a 20-foot great white shark named ‘Deep Blue’ and the below chart seemed appropriate:

Chart of the Day

As you can see in the chart above, the purple line shows the Russell 1000 Growth valuation premium over the Russell 1000 Value in blue.

And hopefully you can see the sharks open jaws!

The last time this happened was during the Technology bubble of the late 1990’s.

At some point this will revert (as all things in finance do) and value will begin to outperform growth.

Perhaps this will happen when the economy and inflation begin to slow (later this year) on a year-over-year basis?

 

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

 

Disclosure
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Meyer Capital Group), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Meyer Capital Group. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Meyer Capital Group is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Meyer Capital Group’s current written disclosure statement discussing our advisory services and fees is available for review upon request.

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